Family Business http://wealthmanagement.com/taxonomy/term/23691/more en Five Tips For Managing "The Stinger" http://wealthmanagement.com/high-net-worth/five-tips-managing-stinger <div class="node-body article-body">Occasionally, an individual client family member will do whatever it takes to cause trouble, becoming the lightning rod that others circle round to attack.</div> <p><a href="http://wealthmanagement.com/high-net-worth/five-tips-managing-stinger" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/five-tips-managing-stinger#comments Family Business High Net Worth Wed, 24 Aug 2016 18:24:00 +0000 1294631 at http://wealthmanagement.com Vold77/iStock/Thinkstock The Most Important Moment in a Rich Kid’s Life http://wealthmanagement.com/high-net-worth/most-important-moment-rich-kid-s-life <div class="field-deck"> Ignoring the emotional aspects of wealth is a mistake. </div> <div class="node-body article-body">Ignoring the emotional aspects of wealth is a mistake.</div> <p><a href="http://wealthmanagement.com/high-net-worth/most-important-moment-rich-kid-s-life" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/most-important-moment-rich-kid-s-life#comments Family Business High Net Worth Fri, 12 Aug 2016 15:37:00 +0000 1275821 at http://wealthmanagement.com <p>Donald probably hasn&#39;t had the talk with Barron yet.</p> Copyright Chip Somodevilla, Getty Images Family Office Succession Planning http://wealthmanagement.com/family-business/family-office-succession-planning <div class="field-deck"> Helping founders who are ready to retire </div> <div class="node-body article-body">Susan R. Schoenfeld considers three crucial issues that may arise when advising a client who’s successfully sold his business and established a single family office (SFO) and is getting ready to retire.</div> <p><a href="http://wealthmanagement.com/family-business/family-office-succession-planning" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/family-office-succession-planning#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:40:00 +0000 1259921 at http://wealthmanagement.com Handling the Family Troublemaker http://wealthmanagement.com/family-business/handling-family-troublemaker <div class="field-deck"> How wealth management advisors can make breakthroughs </div> <div class="node-body article-body">Donna LeBlanc provides five steps to help create a platform that will drive power to an advisor and open the door to good things for clients and the firm. </div> <p><a href="http://wealthmanagement.com/family-business/handling-family-troublemaker" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/handling-family-troublemaker#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:34:00 +0000 1259911 at http://wealthmanagement.com Issues Family Offices Face When A Client Marries a Noncitizen http://wealthmanagement.com/family-business/issues-family-offices-face-when-client-marries-noncitizen <div class="field-deck"> Four important, but often overlooked, planning scenarios </div> <div class="node-body article-body">J. Andrew P. Stone and Olivia S. Brennan present four important, but often overlooked, planning scenarios that family offices and advisors should review proactively in anticipation of a client’s marriage to a noncitizen.</div> <p><a href="http://wealthmanagement.com/family-business/issues-family-offices-face-when-client-marries-noncitizen" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/issues-family-offices-face-when-client-marries-noncitizen#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:23:00 +0000 1259901 at http://wealthmanagement.com Millennials and the Family Office http://wealthmanagement.com/family-business/millennials-and-family-office <div class="field-deck"> This generation is about to take the reins of the future </div> <div class="node-body article-body">Patricia M. Soldano and Lauren Benenati explain why the family office that doesn’t take a hard look at how to change its model to accommodate Millennials—from investing to communication—will falter. </div> <p><a href="http://wealthmanagement.com/family-business/millennials-and-family-office" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/millennials-and-family-office#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:08:00 +0000 1259841 at http://wealthmanagement.com Succeeding Against All Odds http://wealthmanagement.com/family-business/succeeding-against-all-odds <div class="field-deck"> Lessons learned from 100-year family businesses </div> <div class="node-body article-body">Dr. Dennis T. Jaffe shares the wisdom of leaders from 70 families who created strong family businesses over several generations, despite facing complex internal and external challenges. </div> <p><a href="http://wealthmanagement.com/family-business/succeeding-against-all-odds" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/succeeding-against-all-odds#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 17:02:00 +0000 1259851 at http://wealthmanagement.com Planning Considerations for the Post-Nuclear Family http://wealthmanagement.com/family-business/planning-considerations-post-nuclear-family <div class="field-deck"> Changing definitions can impact how advisors provide services and assist clients with estate and trust matters </div> <div class="node-body article-body">Bobbi J. Bierhals and Kim Kamin discuss how evolving social norms and new technological advances over the past 40 years impact ultra-high-net-worth clients and their family governance. </div> <p><a href="http://wealthmanagement.com/family-business/planning-considerations-post-nuclear-family" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/planning-considerations-post-nuclear-family#comments Family Business Estate Planning High Net Worth Premium T&E Tue, 02 Aug 2016 16:46:00 +0000 1259621 at http://wealthmanagement.com As India’s Top Moguls Grow Old, Keep an Eye Out for Their Kids http://wealthmanagement.com/high-net-worth/india-s-top-moguls-grow-old-keep-eye-out-their-kids <div class="field-byline"> Bhuma Shrivastava </div> <div class="node-body article-body">As India’s richest men hit their 60s and beyond, succession questions about the next generation of tycoons will increasingly emerge in a country where business is still dominated by family-run enterprises.</div> <p><a href="http://wealthmanagement.com/high-net-worth/india-s-top-moguls-grow-old-keep-eye-out-their-kids" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/india-s-top-moguls-grow-old-keep-eye-out-their-kids#comments Family Business High Net Worth Thu, 14 Jul 2016 14:47:00 +0000 1236831 at http://wealthmanagement.com <p><span data-scayt-lang="en_US" data-scayt-word="Roshni">Roshni</span>&nbsp;<span data-scayt-lang="en_US" data-scayt-word="Nadar">Nadar</span>&nbsp;Malhotra is the CEO of&nbsp;HCL Corp.</p> What Family Business Succession Issues Should Clients Consider? http://wealthmanagement.com/family-business/what-family-business-succession-issues-should-clients-consider <div class="node-body article-body">Building a business takes hard work. Keeping it in the family takes careful planning.</div> <p><a href="http://wealthmanagement.com/family-business/what-family-business-succession-issues-should-clients-consider" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/what-family-business-succession-issues-should-clients-consider#comments Kansas & Missouri Estate Planning Family Business Mon, 20 Jun 2016 14:24:00 +0000 1212311 at http://wealthmanagement.com